EWM
WDC icon

Evercore Wealth Management’s Western Digital WDC Stock Holding History

Evercore Wealth Management’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,371
Closed -$323K – 795
2017
Q4 		$323K Sell
5,371
-1,681
-24% -$108K 0.01% 302
2017
Q3 		$460K Hold
7,052
– – 0.02% 264
2017
Q2 		$472K Sell
7,052
-8,977
-56% -$596K 0.02% 264
2017
Q1 		$1M Sell
16,029
-1,121
-7% -$64.4K 0.04% 179
2016
Q4 		$881K Sell
17,150
-6,299
-27% -$290K 0.04% 190
2016
Q3 		$1.04M Sell
23,449
-532,951
-96% -$20.1M 0.04% 173
2016
Q2 		$19.9M Sell
556,400
-58,504
-10% -$1.93M 0.88% 40
2016
Q1 		$22M Buy
614,904
+122,845
+25% +$4.39M 0.97% 39
2015
Q4 		$22.3M Buy
492,059
+52,451
+12% +$2.68M 1.04% 35
2015
Q3 		$26.4M Buy
439,608
+8,830
+2% +$531K 1.26% 28
2015
Q2 		$25.5M Buy
430,778
+14,771
+4% +$1.06M 1.15% 32
2015
Q1 		$28.6M Buy
416,007
+38,218
+10% +$2.99M 1.31% 26
2014
Q4 		$31.6M Buy
377,789
+8,324
+2% +$628K 1.58% 19
2014
Q3 		$27.2M Buy
369,465
+9,626
+3% +$723K 1.36% 24
2014
Q2 		$25.1M Buy
359,839
+94,835
+36% +$6.36M 1.29% 23
2014
Q1 		$18.4M Sell
265,004
-25,566
-9% -$1.67M 1.03% 36
2013
Q4 		$18.4M Buy
290,570
+39,920
+16% +$2.23M 1.01% 33
2013
Q3 		$12M Sell
250,650
-79,969
-24% -$3.95M 0.69% 47
2013
Q2 		$15.5M Buy
+330,619
New +$14.5M 0.88% 34

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's WDC Position: Q1 2018 in Review

Evercore Wealth Management sold out of Western Digital (WDC) in Q1 2018, closing a stake of 5,371 shares — an estimated $323K sold.

Evercore Wealth Management first reported a position in WDC in Q2 2013 and held it in 19 quarters. The position peaked at $31.6M in Q4 2014. 813 funds tracked by Wall St. Rank hold WDC as of Q1 2018.

  • Evercore Wealth Management reported no remaining Western Digital position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 5,371 Western Digital shares in Q1 2018, an estimated $323K.
  • Evercore Wealth Management first reported a position in Western Digital in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Western Digital position peaked at $31.6M in Q4 2014.
  • 813 funds tracked by Wall St. Rank held Western Digital as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.